Create and edit filters

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Set up and edit an admin-configured filter.

    Before you begin

    Role required: admin

    Note:
    The following procedure is intended for administrators. Users with other role types should instead refer to Save and use filters in a list view.

    Procedure

    1. Navigate to All > System Definition > Filters.
    2. To create a filter, select New and complete the following steps on the Filter record.
      1. Enter a Title and select the Table.
      2. Add filter conditions.
      3. Select Submit.
      A new filter record
    3. To edit a saved filter, select the filter from the Filters list to edit and complete the following steps on the Filter record.
      1. Modify the Filter conditions as necessary.
      2. Select Update.